|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.2M
|
-$1.72M
|
-34,882
|
-3%
|
|
|
2
|
|
$47M
|
+$6.52M
|
+132,080
|
+16%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$815K
|
+16,504
|
+4%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$19.4M
|
-$633K
|
-12,817
|
-3%
|
|
|
5
|
Astor Investment Management
Chicago,
Illinois
|
$17.8M
|
+$904K
|
+18,310
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.19M
|
+24,019
|
+9%
|
|
|
7
|
Wellington Management Group
Boston,
Massachusetts
|
$11M
|
–
|
–
|
–
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.63M
|
-$1.16M
|
-23,545
|
-12%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$7.91M
|
+$1.4M
|
+28,418
|
+22%
|
|
|
10
|
|
$7.49M
|
+$195K
|
+3,959
|
+3%
|
|
|
11
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.44M
|
+$660K
|
+13,370
|
+11%
|
|
|
12
|
Agilis Partners
Waltham,
Massachusetts
|
$5.96M
|
+$20K
|
+405
|
+0.3%
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.86M
|
-$201K
|
-4,062
|
-3%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$5.49M
|
+$1.83M
|
+37,106
|
+50%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.75M
|
-$44.6K
|
-904
|
-0.9%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.67M
|
+$24.8K
|
+502
|
+0.5%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.21M
|
+$845K
|
+17,107
|
+25%
|
|
|
18
|
Emerson Investment Management
Boston,
Massachusetts
|
$3.84M
|
+$3.85M
|
+77,975
|
New
|
|
|
19
|
Efficient Market Advisors
San Diego,
California
|
$3.26M
|
+$196K
|
+3,972
|
+6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
+$26.1K
|
+529
|
+0.8%
|
|
|
21
|
|
$2.91M
|
+$2.92M
|
+59,136
|
New
|
|
|
22
|
FC Advisory
West Chester,
Pennsylvania
|
$2.43M
|
+$423K
|
+8,568
|
+21%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$480K
|
+9,723
|
+29%
|
|
|
24
|
Neuberger Berman Group
New York
|
$2.07M
|
-$34.8K
|
-704
|
-2%
|
|
|
25
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.93M
|
-$31.9K
|
-646
|
-2%
|
|
